Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative Planning
By Jane Wollman RusoffRobbins and Creative Plannings CIO Peter Mallouk define Robbins role as Chief of Investor Psychology; what it means for clients and advisors.
June 13, 2016
Most Expensive Bond Market in History Has Come Unhinged. Or Not.Global yields are lowest since at least 1871, says Jack Malvey; term premiums in U.S., Japan, Germany and U.K. turn negative.
June 13, 2016
Robert Cook, Former SEC Exec, Named New FINRA ChiefRobert Cook, who served as head of SEC Division of Trading & Markets, replaces Richard Ketchum.
June 10, 2016
5 Best Practices to Raise 401(k) Plan ParticipationUsing its experience managing 401(k)s for 3 million participants, Merrill reports on the most successful ways plan sponsors can encourage healthy retirement planning.
June 09, 2016
Ric Edelman: DOL Rule Will Kill Off Half of All Advisors, Gouge WirehousesOne of the scariest aspects for the financial services industry, Edelman says, is that the new fiduciary rule will allow lawsuits.
June 09, 2016
Soros, Seeing Bearish Market, Said to Make More Hands-On TradingBillionaire concerned about the outlook for global economy, has been directing bearish trades himself.
June 09, 2016
Gross Says Negative Rates Will Explode Like a ‘Supernova’Global yields are lowest in 500 years, says head of Janus Unconstrained Fund, which has returned 3.2% in 2016.
June 08, 2016
Are Advisors Toast if Google, Apple or Amazon Join Robo-Advisor Race?Steven Miyao, president of DST kasina, says hed be surprised if they dont create financial services products.